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Tiếng Anh
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TÌM KIẾM CÁC TẬP TRƯỚC

Tìm kiếm các tập trước của Macro Pulse.

CÁC TẬP KHÁC TRONG PODCAST NÀY

The Price of an Investment Boom

The Federal Reserve held rates again this week, but the more consequential story is the investment cycle now lifting the real cost of capital — and whether all that spending will pay off. This week's charts trace it from the Fed to the physical constraints that will decide the outcome: Fed hold…

Resilient growth, restless yields

The real economy has refused to buckle. Through a year of tariffs, conflict and tighter money, global growth has held up — and firmer growth has sat naturally alongside higher yields. Indeed, what stands out is why those yields are climbing: almost entirely the real rate and behind it the deeper qu…

The Cost of Capital Climbs

In this week’s podcast, Andy talks with Sharmila Whelan from Westbourne Research. Long-term interest rates are back near two-decade highs. The short end has eased as soft US data pare back Fed tightening bets, but the long end keeps climbing on deeper, structural forces. Many of this week’s charts…
The global economy has held up better than a noisy summer might suggest, with tensions in the Middle East, intervention to steady the yen, and nerves over AI spending all unsettling sentiment — yet the data have stayed firm and the pressure on interest rates has been upward, not down. In this week'…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Haver Analytics, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.